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Business Breakdowns

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Recommended Business Breakdowns

Analyzing Good Businesses
Written by YHamilton, this blog has a best in class curated list of quality business breakdowns, each thorough and detailed.
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JustValue
Specializing in distribution businesses. JustValue writes in-depth business model analysis over "simple" businesses.
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The Thinking Investor
True to the pen name, The Thinking Investor has a curated list of breakdowns over companies that are not the "mainstream winners"
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Recommended Portfolio Management Writers

Compound Quality
Written by a Professional Investor, this blog analyzes all aspects of quality to teach investors what to look for.
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Brian Feroldi
The best writer for beginning investors. Brian specializes in the introduction to all things Finance. Positive, informative, and a fun writer.
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